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AllocatorsPlancorporate pension<100m

C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi

Allocators

Blue Bell, PA

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Search this name across graphsid dfx:al:faf2b299-868e-44a4-9705-58c53570bf07

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $14.3Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 100%
Participants: 290
Commitments: 13with an amount; holdings are counted apart
Managers: 1
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Pimco Long Dur Bond (is)	Prudential Retirement & Annuity Ins	Fixed income	$3.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
Pimco Long Dur Bond (is)	Prudential Retirement & Annuity Ins	Fixed income	$2.7M	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cap Value Fund I1	n/a	Public equity	$1.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
T. Rowe Price Lgc Gro Eq (is)	Prudential Retirement & Annuity Ins	Pooled vehicle	$1.0M	Dec 31, 2022	Separate account	Dol form 5500 pension
Large Cap Value Fund I1	n/a	Public equity	$572,988	Dec 31, 2023	Collective trust	Dol form 5500 pension
T. Rowe Price Lgc Gro Eq (is)	Prudential Retirement & Annuity Ins	Pooled vehicle	$572,140	Dec 31, 2023	Separate account	Dol form 5500 pension
American Century Sm Cap Value	Prudential Retirement & Annuity Ins	Pooled vehicle	$355,391	Dec 31, 2022	Separate account	Dol form 5500 pension
Small Cap Growth Class I1	n/a	Public equity	$349,306	Dec 31, 2022	Collective trust	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$338,012	Dec 31, 2023	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$282,531	Dec 31, 2022	Separate account	Dol form 5500 pension
Prudential Short-Term	Prudential Retirement & Annuity Ins	cash	$201,094	Dec 31, 2024	Separate account	Dol form 5500 pension
Small Cap Growth Class I1	n/a	Public equity	$141,720	Dec 31, 2023	Collective trust	Dol form 5500 pension
American Century Sm Cap Value	Prudential Retirement & Annuity Ins	Pooled vehicle	$141,252	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 8 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Pooled separate accounts	n/a	n/a	n/a	1	$201,094	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	98	$14.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Prudential Retirement & Annuity Ins	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Empower	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← C&d Technologies, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Prudential Retirement & Annuity InsManager with allocator capitalactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ EmpowerInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi no longer reports Large Cap Value Fund I1 (last held $572,988 at 2023-12-31; absent from the 2024-12-31 filing)
Large Cap Value Fund I1 Form 5500observed 4 days ago
$572,988
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi no longer reports T. Rowe Price Lgc Gro Eq (is) (Prudential Retirement & Annuity Ins) (last held $572,140 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$572,140
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi no longer reports Pimco Long Dur Bond (is) (Prudential Retirement & Annuity Ins) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$3.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi no longer reports Small Cap Growth Class I1 (last held $141,720 at 2023-12-31; absent from the 2024-12-31 filing)
Small Cap Growth Class I1 Form 5500observed 4 days ago
$141,720
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi no longer reports American Century Sm Cap Value (Prudential Retirement & Annuity Ins) (last held $141,252 at 2023-12-31; absent from the 2024-12-31 filing)
Prudential Retirement & Annuity Ins Form 5500observed 4 days ago
$141,252

Show 3 bookkeeping events

Occurred
Jan 1, 2024
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi funded ratio 95.6% -> 99.9% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi funded ratio 109.6% -> 95.6% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
C&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, Wi plan assets $19M -> $14M (-25.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:faf2b299-868e-44a4-9705-58c53570bf07
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.